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Disclosery

CreativeOne Wealth, LLC: MRSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CreativeOne Wealth, LLC on MRSH, newest first. How the timeline and the estimate are built.

CreativeOne Wealth, LLC held 4,033 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,033 shares
    Change vs previous 13F -367 shares

    0.01% of the 13F portfolio, value $672,211.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,400 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $763,150.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,404 shares
    Change vs previous 13F -5,898 shares

    0.02% of the 13F portfolio, value $817,099.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,302 shares
    Change vs previous 13F -24,769 shares

    0.05% of the 13F portfolio, value $2,076,136.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,071 shares
    Change vs previous 13F -303 shares

    0.2% of the 13F portfolio, value $7,667,828.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 35,374 shares
    Change vs previous 13F +1,326 shares

    0.26% of the 13F portfolio, value $8,632,320.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,048 shares
    Change vs previous 13F +19,782 shares

    0.22% of the 13F portfolio, value $7,232,210.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,266 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,182,594.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).